Your April 2017 Worldox Newsletter
Welcome to our April Worldox newsletter. We are proud to continue to provide you with the best Worldox information, tips, tricks and more.

Inside you'll find information around regarding Searching a Current List, Worldox Connect and Affinity University.

Search Current List
Paul Unger - Partner
Wouldn't it be nice if you could search the existing search result that you have in front of you? In other words, you run a search and you would like to drill down further by searching that search result. You now can.

To make this easier, we recommend creating a search template and a bookmark for this search, and call it "Search Current List". Have your Worldox Manager do this so the template and bookmark can be saved as a public search template and bookmark. Here are the steps:
  1. Run a search in your main matter cabinet/profile group (i.e. all docs in the XYZ matter - this could be done via direct access or a search template).
  2. Leaving that list displayed, now use the search template for that cabinet as if you were starting a new search.
  3. Select Search What and change it from Active to Current List. 
  4. Leave all the other fields blank, but be sure that the correct Cabinet/Profile Group is selected for the search that you just ran. Note: If you want to search the current list in another cabinet, you need to set up a button for that other cabinet.
  5. Save this as a search template by selecting Options and Save Template. Call it Search Current List - [cabinet/profile group name] and save it as a new public template (do not overwrite the existing).
  6. After the template has been saved, bookmark it on the bookmark button bar to give everyone one-click access to this search.
  7. To create a bookmark from a saved search template, select Bookmarks from the menu bar and then Create from a Search. Select the search template that you just created (Search Current List).
  8. Select Show Template. Give it a name that makes sense in the Bookmark Name field. Select Pin to Button Bar.

For information about Worldox, please contact
Worldox Connect
Bryce Phillips - Legal Technology Consultant
World Software Corporation announced significant enhancements to their Worldox Web Mobile solution at this year's ILTA conference. Together, in a growing partnership with Workshare, Worldox Web Mobile has been upgraded and rebranded to Worldox Connect. Some exciting features are available in this new product.

Traditionally, Worldox Web Mobile has been a stand-alone offering that provides firms the ability to access their documents while on the go via an iPad, iPhone or any web enabled browser. World Software and Workshare have collaborated to make this offering one that's hard to refuse.

As part of the Worldox Connect package, firms will now receive their traditional Worldox Web Mobile product along with Workshare CompareĀ® & Workshare Protect.

Here are some highlighted benefits of switching to Worldox Connect.
  • Share - Effortlessly share your content via secure link instead of attachment.
  • Sync - Synchronize your important Worldox files and matters for on-the-go access on any mobile device. Full versioning of changed documents is supported.
  • Secure - Protect your outbound content by automatically removing sensitive metadata and comments.
  • Collaborate - Collaborate with your clients on shared documents for a more efficient review cycle
  • Protect - Add Digital Rights Management to outbound content restricting recipients from printing, sharing, or text scraping from documents.
  • Manage - Mobile Application Management (MAM) capabilities allow the remote wipe of sensitive firm data from any connected mobile device.
  • Audit - Full auditing of activity for security and compliance purposes.
  • Convert - Automatically combine attachments into a PDF including conversion to PDF/A and other formats.

For more information about Worldox, please reach out to us at!  
NEW Worldox Instructional Videos Now Available Through Affinity University!
With Affinity University, for as low as $30 a month, firms of any size can give all your users on-demand access to over 95 instructional videos right at their PC. It gives your attorneys and staff unlimited, all-you-can-eat access to short videos on Worldox, MS Word, MS Outlook, MS PowerPoint, Adobe Acrobat, Amicus Attorney, PracticeMaster, NetDocuments, Clio and much more. It is a fantastic way to educate new hires or re-educate existing users.

Some of the Worldox topics in the Affinity University Library include:
  • 3rd Party Integrations
  • Web Mobile and Remote Access Options
  • Bookmarks
  • Quick Profiles
  • GX4 New Features Training
  • Relations
  • Categories
  • Favorites
  • Adding and Editing Use
Stay tuned for even more topics to be added. 

To sign up, click here...
Webinars, webinars, webinars! At Affinity Consulting Group, we take our role as your Trusted Advisors seriously, and part of that is our commitment to providing the knowledge clients need to succeed!  Here's what's coming up next....

April 28
Thought Leadership Webinar Series: Top 5 Cybersecurity Tips from the Pros

May 25
Thought Leadership Webinar Series: 5 Ways That E-Discovery Will Punch You (And Your Client) In The Face
May 16
It's Time For a Change! Better Methods for Drafting Legal Documents

June 13
Think your firm is healthy? Why it may not be and how to find out!